Contacts and organizations are the people and companies that your team interacts with. Each contact and organization has their own contact or organization page in Streak.
Adding contacts and organizations to your pipelines gives your team information and tools to build relationships. Learn more about using contacts and organizations in your pipelines.
In this article, we'll walk you through adding contacts and organizations to your pipelines.
Create a new Contact or Organization
From the Streak Sidebar
The easiest way to create a new Contact or Organization is from the Streak sidebar while viewing an email thread.
Streak suggests relevant contacts based on the recipients of the email thread, and adding a contact to your box is as simple as accepting or denying the suggestion.
Click "Add contact" to:
- add a suggested contact
- search for an add an existing contact
- create a new contact by typing their name or email address
From your pipeline
The Contacts and Organizations column contains contact information added to your box.
Streak will automatically populate results based on your Google Contacts, existing contacts, and offer up suggested contacts based on any email threads you've already added to the box.
- Double click the field in the "Contacts and Organizations" column.
- Type the name of your contact or organization. If no match is found, create a new contact or organization.
If you want to mass create contacts, you can copy and paste email addresses directly into the column and Streak will do the rest of the work for you.
From a Box
To add contacts from the box view, click "Add contact" in the contacts and organizations field inside the box.
Add a suggested contact or organization, or begin typing to search for existing contacts.
To add a new contact or organization, type their name or email address and click the person or company result in the menu.
Using the Importer Tool
If you have a list of contact information that exists in Google Sheets, you can use the Streak Importer Tool to import contacts directly to your pipeline.
Find more tips on importing multiple contacts from Sheets to a pipeline.